Getting Started

Guide to setting up Disclosurely reporting workflows, case handling, and supporting documentation.

Welcome to Disclosurely! This guide will help you get up and running quickly.

What is Disclosurely?

Disclosurely is a whistleblowing and case-handling platform designed to help organizations:

• Protect Whistleblowers - Anonymous reporting with controlled follow-up workflows
• Support Governance Workflows - Use documentation covering EU Whistleblowing Directive, UK PIDA, SOX, and GDPR considerations
• Manage Risk - Centralized workspace with policies, risks, and traceable audit history
• Leverage AI - AI-powered case analysis with privacy-first architecture

Quick Start

1. Create Your Account

Visit disclosurely.com and sign up for a free account.

2. Set Up Your Organization

Follow our comprehensive initial setup guide to configure your organization:

1. Navigate to Settings > Organization
2. Add your organization name and details
3. Upload your logo for white-label branding
4. Configure your custom domain (optional)

3. Customize Your Reporting Portal

Learn how to customize your branding to match your organization:

1. Go to Settings > Branding
2. Upload your logo
3. Choose your brand colors
4. Customize welcome messages

4. Invite Your Team

Set up your team members and assign roles:

1. Navigate to Team
2. Click Invite Member
3. Enter email and assign role:
   • Admin - Full access
   • Case Handler - Manage reports
   • Viewer - Read-only access

5. Launch Your Reporting Channel

Share your reporting URL with employees. Learn more about how employees can submit reports.

→ View Full Quick Start Guide for step-by-step instructions.

Need Help?

• Email: support@disclosurely.com
• Website: disclosurely.com

Ready to get started? Sign up now